Nvidia Corp

NVDA-Q

NASDAQ:NVDA

355.02
15.54 (4.58%)
Nvidia Corporation is an American technology company based in Santa Clara, California. It designs graphics processing units for the gaming, cryptocurrency, and professional markets, as well as system ...
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Analysis and Opinions about NVDA-Q

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 4, 2019
One concern is that with the bust in blockchain, lots of facilities are not in demand right now. It will be a while before this comes back. If you want to play the crypto craze, look at the ones that are developing the technology instead of at the computer end.
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Nvidia Corp (NVDA-Q)
June 4, 2019
One concern is that with the bust in blockchain, lots of facilities are not in demand right now. It will be a while before this comes back. If you want to play the crypto craze, look at the ones that are developing the technology instead of at the computer end.
PARTIAL BUY
PARTIAL BUY
May 29, 2019
Pullback provides great value. But you have to be careful where you think tech's going to go in the next 6 months. Company and fundamentals are in good shape. The Huawei thing is going to hurt the sector. Piece it into your portfolio in the next couple of months.
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Nvidia Corp (NVDA-Q)
May 29, 2019
Pullback provides great value. But you have to be careful where you think tech's going to go in the next 6 months. Company and fundamentals are in good shape. The Huawei thing is going to hurt the sector. Piece it into your portfolio in the next couple of months.
DON'T BUY
DON'T BUY
May 27, 2019
Sees more blood in the streets. Has a beta of 2.28, so lots of volatility. China issues with semi-conductors. He stays away from the high beta stocks. Bought back stock while price was going up. Now price has fallen, with no share buybacks. Buying back when shares are on sale makes the most sensible use of free cash flow.
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Nvidia Corp (NVDA-Q)
May 27, 2019
Sees more blood in the streets. Has a beta of 2.28, so lots of volatility. China issues with semi-conductors. He stays away from the high beta stocks. Bought back stock while price was going up. Now price has fallen, with no share buybacks. Buying back when shares are on sale makes the most sensible use of free cash flow.
DON'T BUY
DON'T BUY
May 21, 2019
Had an incredible run because of cryptocurrencies and gaming. Need to see better returns on the cloud side. An expensive stock.
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Nvidia Corp (NVDA-Q)
May 21, 2019
Had an incredible run because of cryptocurrencies and gaming. Need to see better returns on the cloud side. An expensive stock.
COMMENT
COMMENT
May 3, 2019

FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

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FANGs? None in the FANG space are good value right now. Amazon has a floor at $1650 and ceiling at $2125 -- with PE ratio of 60. Facebook has given a short term buy signal -- technical support around $187-$189 with 20-25% upside. Nvidia has hit close to full value near $180 -- he might be taking profit on this one soon. Apple had a lousy quarter, but it still beat earnings expectations. He would not touch it here. Google hit resistance the other day -- too expensive as well. Netflix has been up against resistance and unless it can break through he would not touch it. He would only consider Facebook and Amazon as holds or weak buys.

BUY WEAKNESS
BUY WEAKNESS
April 17, 2019
They took profit on this stock. Terrific company. They have a price target of $195. They think they can buy it back. There is a big transformation in the game space as mobile side is now . 25% and will be 50% in the next 12-18 months.
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Nvidia Corp (NVDA-Q)
April 17, 2019
They took profit on this stock. Terrific company. They have a price target of $195. They think they can buy it back. There is a big transformation in the game space as mobile side is now . 25% and will be 50% in the next 12-18 months.
WAIT
WAIT
April 3, 2019
He'd buy it around $120. Into gaming and autonomous driving. You can probably pick it up between $120-150. It's a bit stretched here.
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Nvidia Corp (NVDA-Q)
April 3, 2019
He'd buy it around $120. Into gaming and autonomous driving. You can probably pick it up between $120-150. It's a bit stretched here.
BUY
BUY
March 11, 2019
A perfect stock for a trader, because it shot up past $270, then plunged. Now, you can buy it. He expects it to move up.
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Nvidia Corp (NVDA-Q)
March 11, 2019
A perfect stock for a trader, because it shot up past $270, then plunged. Now, you can buy it. He expects it to move up.
COMMENT
COMMENT
February 8, 2019
These stocks do well in Q4, and NVDA is the momentum player. October to February, this sector outpaces the benchmark return by 28%, coinciding with the semis and tech sectors. But last Q4, this fell along with the whole market. In 2018, this sector hit lows and have since started to emerge higher to find support. He wants this to hold support at $146.02, its 50-day moving average.
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Nvidia Corp (NVDA-Q)
February 8, 2019
These stocks do well in Q4, and NVDA is the momentum player. October to February, this sector outpaces the benchmark return by 28%, coinciding with the semis and tech sectors. But last Q4, this fell along with the whole market. In 2018, this sector hit lows and have since started to emerge higher to find support. He wants this to hold support at $146.02, its 50-day moving average.
BUY
BUY
January 22, 2019
He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
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Nvidia Corp (NVDA-Q)
January 22, 2019
He owns three chipmakers, not NVDA, but indirectly in two ETFs. He likes NVDA.
COMMENT
COMMENT
November 27, 2018
It's a great company, but not stock. The stock price got ahead of the company, going too far, too fast. Before it fell, it was a very expensive stock. It got hit after missing on earnings.
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Nvidia Corp (NVDA-Q)
November 27, 2018
It's a great company, but not stock. The stock price got ahead of the company, going too far, too fast. Before it fell, it was a very expensive stock. It got hit after missing on earnings.
COMMENT
COMMENT
September 20, 2018

He hasn’t spent a lot of time on the valuation of this company. They are in all the right sector. He prefers the cloud computing companies.

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Nvidia Corp (NVDA-Q)
September 20, 2018

He hasn’t spent a lot of time on the valuation of this company. They are in all the right sector. He prefers the cloud computing companies.

DON'T BUY
DON'T BUY
July 4, 2018

This is a semi-conductor stock that is usually too expensive to own, he thinks. He thinks its peak may have come and it is dangerously over-valued. He would avoid it here.

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Nvidia Corp (NVDA-Q)
July 4, 2018

This is a semi-conductor stock that is usually too expensive to own, he thinks. He thinks its peak may have come and it is dangerously over-valued. He would avoid it here.

TOP PICK
TOP PICK
June 19, 2018

Ten percent of their business (or substantially more) goes into crypto mining operations. Their financials are good. A competitor is about to go public with an $8 billion valuation and this will be a catalyst for the stock (Analyst’s price target is $24)

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Nvidia Corp (NVDA-Q)
June 19, 2018

Ten percent of their business (or substantially more) goes into crypto mining operations. Their financials are good. A competitor is about to go public with an $8 billion valuation and this will be a catalyst for the stock (Analyst’s price target is $24)

DON'T BUY
DON'T BUY
June 12, 2018

He thinks it is a quality company. His challenge with it is valuation. He likes it a lot but is waiting for a significant correction.

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Nvidia Corp (NVDA-Q)
June 12, 2018

He thinks it is a quality company. His challenge with it is valuation. He likes it a lot but is waiting for a significant correction.

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